Provisio provides access to a full range of traditional investments, asset allocation recommendations, and investing services for all account types: retirement, brokerage, fee-based, trusts, or education accounts.

We seek to optimize your results through integration of continuous contact service technologies, inclusion of independent research models, and investment education for improved financial awareness.

Investments that are recommended vary and are tailored to each client’s needs and personal goals. Our unique counselling process is our way of ensuring that our clientele receives the financial guidance necessary to fund their desires. We want you to be financially secure and happy, and work hard to build long-lasting relationships.

Our Process

Discovering Your Goals & Objectives

We begin with an engaging exploratory meeting with a cup of coffee or tea in our relaxed, comfortable office in Anchorage. We’ll discuss your current financial situation and introduce you to our financial management and wealth building philosophy.

Recommending a Sound, Customized Strategy

Once we explore and understand your financial vision, goals, and objectives, Provisio’s stellar wealth management team will present detailed wealth management strategies customized to address your specific investment management and financial planning needs.

Implement Your Plan

We can provide you with a personalized investment policy statement as we implement recommended investment strategies. We build or rebuild your investment portfolio specifically to address your wealth building goals and needs.

Portfolio Review and Management

Together we will monitor your plan and work to guide your investments toward the results you seek. We’ll meet on a regular basis to review portfolio performance, compare results to market standards, and make adjustments as necessary. Each quarter you’ll receive our client newsletter and comprehensive performance reports, briefing you on your progress as well as market summaries explaining current trends. We also send our valued clients periodic special notifications of timely and newsworthy issues.